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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Bill Peartree
Principal, Director of Retirement Services at Marsh McLennan Agency


Bill has over 30 years in the financial services industry. He began his financial services career in 1988 with IDS/American Express, currently known as Ameriprise. In 1990 he founded Corporate Benefits Solutions with a focus on serving Qualified and Non-Qualified Retirement Plan sponsors and their employees. In 2002, Bill moved his practice to Barney & Barney and has created one of the most successful Retirement Services practices in the country. Bill became a Principal at Barney & Barney in 2006. In 2014 Marsh & McLennan Agency acquired Barney & Barney at which time Bill became the Director of Retirement Services for MMA West. He currently serves as the firm’s Director of Retirement and Wealth Management Services and is Co-Chair of MMA’s National Investment Committee and plays a key role on MMARS’ National Strategy Team. Bill is also part of the Management Committee for the MMA West region.

Bill is an active member of the National Association of Plan Advisors (NAPA), Employee Benefits Institute of America, and Profit Sharing/401K Council of America (PSCA). He also served on the board of the National Institute of Pension Administrators (NIPA) San Diego Chapter for a number of years. Additionally, Bill serves on several National Advisory Boards for some of the largest qualified Plan recordkeepers in the country. For several years Bill served as a Board Member of Teammates Mentoring Program.

Bill earned a B.S. in Business Administration - Finance from the University of Nebraska, Lincoln. He is an Accredited Investment Advisor (AIF) and a Registered Investment Advisor. Bill holds a Series 7, 63, and 65 Securities licenses through FINRA and Life & Variable Insurance licenses with the California Department of Insurance.

Agenda Sessions

  • Acquire & Hire: M&A and recruitment strategies to accelerate growth